Running SaaS product and consulting from one workspace

Aytozee Solutions blends a self-serve platform with hands-on consultants. Before Hoop, teams juggled trials, statements of work, and support tickets across disconnected tools. Today one shared workspace keeps every promise in sync'from the first trial kickoff to the renewal conversation.

• +45% trial-to-plan conversions: Every prospect gets the same guided experience, no matter which channel they choose.
• Sales cycle down to 14 days: Quotes, signatures, and onboarding tasks live in one thread.
• Support response under five minutes: Hybrid teams see the full customer story before they reply.
• Forecasting accuracy at 95%: Revenue, margin, and health scores refresh in real time.

Uniting trials and enterprise playbooks

Aytozee attracts prospects through Landing Pages and Forms that collect use cases, integrations, and success criteria up front. Customer Agent personalises the conversation with relevant playbooks and invites decision makers to join a working session in moments.

When the buying team is ready, Meeting Scheduler blocks time with the right consultant while AI-Powered Email nurtures champions between sessions. That flow means handoffs feel curated instead of chaotic.

The go-to-market team rallies around three consistent signals:

• Intent that's easy to read: Every trial request includes goals, timelines, and integration requirements pulled straight into the CRM record.
• Faster discovery: Consultants walk into the first call with staged agendas because Hoop shows which assets the buyer explored.
• Instant stakeholder mapping: Decision makers, influencers, and operators sit in the same thread by the time the first workshop starts.

Delivering services without losing context

Once a plan is signed, Project Management lays out the delivery roadmap while Workflows launch onboarding checklists automatically. Service Agent and Shared Inbox shepherd every question, escalation, and status update through the same record, so nothing slips between teams.

That single timeline keeps the consulting squad, product specialists, and customer sponsors focused on outcomes instead of backtracking through email. Every milestone triggers the artefacts crews need next.

Here's how the shared workspace plays out once a customer goes live:

Forecasting revenue and retention in one view

Finance and operations no longer stitch spreadsheets to understand account health. Commerce Tools tracks contracts, ramp schedules, and usage-based add-ons, while Data Studio and Marketing Analytics surface cohorts that need attention.

The result is a living forecast that blends revenue, sentiment, and roadmap commitments. Leadership spots cross-sell opportunities and renewal risks before they escalate.

Teams rely on three dashboards every Monday morning:

• Commercial scorecard: Bookings, ramp, and true-up revenue update the moment a contract changes.
• Product adoption lens: Usage heatmaps flag customers who need an intervention'straight inside the success thread.
• Renewal runway: Workflows track executive sponsors, champion health, and playbooks that keep momentum high.

How Aytozee uses Hoop day to day

Every function contributes to the same customer narrative. That keeps the hybrid model'self-service software plus hands-on expertise'moving in lockstep.

Teams lean on Hoop to cover four critical motions:

• Product-led growth: Trials, upgrades, and usage nudges run through Marketing Automation without leaving the shared record.
• Consulting execution: SOW milestones, resources, and notes stay inside Project Management.
• Support excellence: Service Agent resolves questions with context from every channel.
• Renewals and expansion: Accounting Integrations and Data Studio show which plays drive lasting value.